Optimize Your Portfolio

Minimize The Hassle

Your 60/40 Portfolio just received an upgrade.
Image
Actively Managed
Image
Diversified
Image
Sector Rotation

Is It Time For An UPGRADE

Sticking to outdated strategies like a buy-and-hold 60/40 model can mean missing out on potential growth and exposing yourself to unnecessary risk.

Markets have changed, and it’s time your investments caught up. Our ETF is designed to help you capitalize on new opportunities while reducing the stress of portfolio management.

Image

Gain  Access  To  The   Same  Expert  Strategies

We’ve Perfected For Our High-Net-Worth Clients

Our ETF offers the same high-level techniques traditionally reserved for high-net-worth clients without requiring a significant entry point.

Whether you're building wealth or managing a larger portfolio, you'll benefit from strategies designed to capture growth opportunities while mitigating risk.

Adaptive Strategies for
Any Market

Broadly Diversified for
Reduced Risk

Tactical Adjustments for
Enhanced Returns


Sophisticated Strategies

for All Investors


Investors at any level can access professional-grade strategies and expert management.

Our ETF offers the same high-level techniques traditionally reserved for high-net-worth clients without requiring a significant entry point.

Whether you're building wealth or managing a larger portfolio, you'll benefit from strategies designed to capture growth opportunities while mitigating risk.

Sophisticated Strategies

for All Investors


Investors at any level can access professional-grade strategies and expert management.

Our ETF offers the same high-level techniques traditionally reserved for high-net-worth clients without requiring a significant entry point.

Whether you're building wealth or managing a larger portfolio, you'll benefit from strategies designed to capture growth opportunities while mitigating risk.

Proactive  Portfolio Management

Built to navigate market changes using sector rotation to shift underperforming investments to those with stronger growth potential.

Unlike passive strategies, the fund employs tactical adjustments and diversification to continuously adapt to shifting markets, minimizing risk while positioning investments to capitalize on emerging opportunities.

Image

THANK YOU LUBBOCK!

VotedBest

Investment Firm

Financial Planning Service

Recognized as Lubbock’s leading financial planning and investment firm, we are dedicated to providing the support and care you need to achieve your financial goals.
Image

THANK YOU LUBBOCK!

VotedBest

Investment Firm

Financial Planning Service

Recognized as Lubbock’s leading financial planning and investment firm, we are dedicated to providing the support and care you need to achieve your financial goals.
Image

THANK YOU LUBBOCK!

VotedBest

Investment Firm

Financial Planning Service

Recognized as Lubbock’s leading financial planning and investment firm, we are dedicated to providing the support and care you need to achieve your financial goals.

Growth Without Tax  Headaches

Selling individual stocks and funds result in immediate capital gains taxes. In contrast, our ETF allows you to leverage a unique structure that permits rotating investments without incurring taxes until you fully withdraw from the ETF.

By deferring taxes until withdrawal, our ETF allows for more efficient growth, ensuring your wealth stays invested during key market movements for stronger long-term results.

Image

Stay Calm Through Market Swings

Market fluctuations often push investors to act emotionally. Our ETF works in the background, adjusting to market changes and managing risk so you don't have to do the heavy lifting.

You can rest assured that our active management allows you to stay focused on your long-term goals.

Image
Image

THANK YOU LUBBOCK!

VotedBest

Investment Firm

Financial Planning Service

Recognized as Lubbock’s leading financial planning and investment firm, we are dedicated to providing the support and care you need to achieve your financial goals.

Thanks For The Votes

A prominent reason Family Dynasty Advisors has been selected as a SmartVestor Pro is because we’re committed to helping you achieve your long-term investing goals. You can be confident that we have your best interests at heart.
Image

Best Investment Firm

Best Financial Planning Service

What is a SmartVestor Pro?

The Dave Ramsey SmartVestor Pro Program is a network of qualified financial advisors who are committed to the principles of financial responsibility and sound investing as advocated by Dave Ramsey.
Image

Frequently Asked Questions

Learn More About

Exchange
Traded Funds
Image

THANK YOU LUBBOCK!

VotedBest

Investment Firm

Financial Planning Service

Recognized as Lubbock’s leading financial planning and investment firm, we are dedicated to providing the support and care you need to achieve your financial goals.